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If You Earned Over $150K Last Year, Your 401(k) Catch-Up Just Became a Roth (Like It or Not)
The forced Roth conversion nobody warned you about—and why your payroll department might get it wrong
Nov 28
•
Jeff Martinez, CRPC®
2
October 2025
The Great Liquidation: How Wall Street Created a Trillion-Dollar Problem & Why That’s Your Opportunity
There’s $13 trillion sitting in private markets that you probably can’t access.
Oct 31
•
Jeff Martinez, CRPC®
1
Gold’s Remarkable 2025 Performance: What It Means for Your Portfolio
Gold has delivered exceptional returns in 2025, surging over 55% year-to-date, while traditional portfolio allocations to the precious metal may no…
Oct 10
•
Jeff Martinez, CRPC®
2
Your 2026 Medicare AEP Roadmap: Renew & Refresh Your Coverage!
The Golden State’s Golden Opportunity: What is AEP, Really?
Oct 4
•
Jeff Martinez, CRPC®
September 2025
Climbing Escher’s Stairs
Why Many Investors Feel Like They’re Going Nowhere
Sep 11
•
Jeff Martinez, CRPC®
1
July 2025
I Have $10 Million of Bitcoin & Crypto — What Do I Do Now?
Whale Decisions
Jul 21
•
Jeff Martinez, CRPC®
June 2025
The Cadillac of Life Insurance
Life insurance doesn't usually come up in everyday conversations until it suddenly does.
Jun 6
•
Jeff Martinez, CRPC®
1
October 2024
Top 5 Reason to Be in a Medicare Supplement Medigap Plan
Deciding whether to switch from a Medicare Advantage plan to a Medigap (Medicare Supplement) plan depends on your individual needs and preferences.
Oct 1, 2024
•
Jeff Martinez, CRPC®
September 2024
T-Bill & Chill, Adios
Say Goodbye
Sep 10, 2024
•
Jeff Martinez, CRPC®
July 2024
The Magic of the USD Global Reserve
Everybody loves a good magic show.
Jul 12, 2024
•
Jeff Martinez, CRPC®
The Presidential Debate and Your Money
The recent Presidential Debate has left many Americans feeling anxious and fearful.
Jul 3, 2024
•
Jeff Martinez, CRPC®
1
May 2024
The Champion of Medicare
Building a Strong Medicare Plan Foundation
May 23, 2024
•
Jeff Martinez, CRPC®
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